Plan Ledger DOL Form 5500 · updated monthly

Continuum Advantage, LLC401(k)

CONTINUUM ADVANTAGE, LLC 401K · WAUKEE, IA · plan year 2024

Reported admin expense ratio · 2024
0.72%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Continuum Advantage, LLC reported $84,782 in plan administrative expenses for 2024: 0.72% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,962 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.59% to 0.64%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Iowa (505th of 878), and 6,752nd of 11,654 in professional & technical services. In 2024, employees put in $3.46 for every $1.00 the employer contributed; active participation has shrunk from 259 to 205 since 2023.

Plan summary
Net assets, end of year$14,312,674
Participants with balances244
Active participants205
Employer contributions$812,232
Employee contributions$2,807,060
Employer contribution per active participant$3,962
Average account balance$58,659
Benefits paid to participants$2,772,195
Plan auditUnmodified (clean) audit opinion
AuditorFORGE FINANCIAL & MANAGEMENT CONSUL
Plan history3
Yearassets · accounts · employer contribution
2025$13.7M · 211 accts · $669K emplr
2024$14.3M · 244 accts · $812K emplr
2023$9.2M · 218 accts · $556K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$84,782
Total administrative$84,782
The Continuum Advantage, LLC 401(k) match · 2024
Employer contribution per active participant$3,962
Median for plans this size$2,416
2025$2,857 per active participant
2024$3,962 per active participant
2023$2,146 per active participant

Continuum Advantage, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
THE FINWAY GROUP LLC · Contract administrator$5,953
ENVESTNET RETIREMENT SOLUTIONS, LLC$2,018
EMPOWER ADVISORY GROUP, LLC · Participant communication$1,294
QUALIFIED PLAN CONSULTANTS, LLC · Contract administrator$300

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2025$89,415 · 0.64%
2024$84,782 · 0.72%
2023$36,502 · 0.59%
Same employer
Similar plansProfessional & Technical Services · Iowa
Foodchain Id Group, Inc. IA$18.9M · 0.58%
Iowa Legal Aid IA$14.8M · 0.30%
Lean Techniques, Inc. IA$14.5M · 0.30%
The Meyocks Group, Inc. IA$14.4M · 0.10%
Leepfrog Technologies, Inc. IA$13.9M · 0.07%
Economy Advertising Company IA$11.2M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843896652 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.